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Find Retirement Advisors for Retirement Planning in Chico, California

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Finding the Best Retirement Planners in Chico, California

Last Updated - July 10, 2024

Chico has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Chico, California have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Chico, California

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 3 Retirement Planning firms in Chico, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SWEENEY & MICHEL, LLC
196 Cohasset Road, Suite 100
Chico, CA, 95926
$423,475,72110954
A Percentage of AUM, Hourly charges, Fixed Fees
2
THE O'DONNELL GROUP
555 Main Street, Suite 400
Chico, CA, 95928
$355,782,0507024
A Percentage of AUM, Hourly charges, Fixed Fees
3
MURRAY FINANCIAL SERVICES, INC
140 Yellowstone Drive, Suite 100
Chico, CA, 95973
$106,878,0333053
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Chico, California

QualificationsFirm CRD# 282595

Assets Under Management $423,475,721

No. Of Clients1095

Clients Per Financial Advisor274

SWEENEY & MICHEL, LLC is a financial advisory firm situated in Chico, California. With a nearly $423M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1095 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 162562

Assets Under Management $355,782,050

No. Of Clients702

Clients Per Financial Advisor176

THE O'DONNELL GROUP is a financial advisory firm situated in Chico, California. With a nearly $356M assets under management, the firm specializes in crafting personalized retirement planning solutions for 702 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 176528

Assets Under Management $106,878,033

No. Of Clients305

Clients Per Financial Advisor102

MURRAY FINANCIAL SERVICES, INC is a financial advisory firm situated in Chico, California. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 305 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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